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REALCLEARMARKETS - OPINION, NEWS, ANALYSIS, VIDEO AND POLLS

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Latest News Home Recommended




TUESDAY, JULY 23

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 * Sunday, July 21
 * Saturday, July 20
 * Friday, July 19
 * Thursday, July 18
 * Wednesday, July 17
 * Tuesday, July 16

Set this view as default? Yes No

Set this view as default? Yes No



Neurocosmetics Industry Aims To Transform Your Mood
Theara Coleman, The Week
Can the Boeing Starliner Bring Back Astronauts, Reputation?
Mark Whittington, Hill
Teamsters Boss Made Intriguing Corp. Welfare Comment
Tim Carney, The Examiner
Trump Plan to Zero Out Tips Shows He's Pro-working Class
Editorial, New York Post
No Tax on Tips Does Little for Low-Wagers
Brendan Duke, Center for American Progress
Overturning Chevron Is a Game Changer for the Little Guy
Jon Decker, DC Journal
Why Musk and Other Billionaires May Not Like Trump 2.0
Peter Morici, Marketwatch


AM UPDATE

As Value and Small Cap Rally, What Are Markets Telling Us?
Joe Calhoun, Alhambra
Party, Policy and Even Econ Policies Aren't Key to Stocks
Ken Fisher, New York Post
The Holy Grail of Investing? Own League-of-Their Own Cos.
Stephen McBride, RH
Maxing Out 401(k) May Not Be Best Retirement Plan
Kailey Hagen, The Motley Fool
Despite Lockdowns & Enviro Alarm, Cruise Industry Soaring
Justin Klawans, Week
'Harris for President': Metaphor for a Powerless Fed
John Tamny, RealClearMarkets
Why Friday's CrowdStrike Mayhem Could Happen Once Again
Marie Vasek, MSNBC
OR Won't Boost Image with Extortionate Gross Receipts Tax
Andrew Wilford, RCM
Biden's Rent Control Plan Will Only Worsen Housing Situ.
Kerry Jackson, Fox News
Xi Insists On a Fatally Flawed Economic Strategy
James Rogan, Washington Examiner
Why Israel Is Poised To Lead Artificial Int. Revolution
Hila Rom, RealClearMarkets
Taxing the Rich Is No Way to Save Social Security Program
Chris Mcisaac, The Hill
The Economic Folly of Carbon Tax
Vance Ginn, American Institute for Economic Research
Legal Hurdles to Kroger/Albertsons Merge Continue To Grow
Ashlie Stevens, Salon
Chevron's Demise Re-Aligns Administrative State w/Founders
Randolph May, RCM


FISHER INVESTMENTS

Fisher Investments on Election-Year Uncertainty: This, Too, Shall Pass
Fisher Investments Editorial Staff, Fisher Investments
Ken Fisher on Nixing the VIX
Fisher Investments Editorial Staff, Fisher Investments
Will Uncle Sam Force Big Tech to Break Up?
Fisher Investments Editorial Staff, Fisher Investments
Shattering the Debt Ceiling Myth
Fisher Investments Editorial Staff, Fisher Investments



OFF THE STREET

How Much Damage Will The PE Bubble Cause
Allison Schrager, Known Unknowns
The Good Reason Large Caps Are Beating Small Caps
Torsten Sløk, Apollo Academy
1968: A History Lesson On Politics And Stocks
Sonu Varghese, Carson Group
Lessons from Bessembinder
Tim Alcorn, Baillie Gifford
The Deep Pessimism Of The 'Tariff Men'
Roger Lowenstein, Intrinsic Value
Can The Solar Industry Keep The Lights On?
Rachel Millard, Ars Technica
Why Silicon Valley Loves Universal Basic Income
Henry Chandonnet, Fast Company


RESEARCH REPORTS

A Crowded Docket Will Keep Participants Occupied
Richard Moody, Regions Bank
Second Inflation Wave Fears Over
Renee Kwok & Brian Presti, TFC Financial Management
Residential: Headline Beats, Permit Details Not Ideal
Richard Moody, Regions Bank
Gotta Keep Those Good Inflation Vibrations a-Happenin'
Amy Yang, Deutsche Bank
Big Gains for Small Cap Stocks
Adam Turnquist, LPL Financial
Where Construction Aggregate Prices Are Rising Most
Azuro Digital, Twisted Nail
Toward a Prosperous America
Samuel Gregg, American Institute for Economic Research



MORE FROM REAL CLEAR

Education: Higher Ed Is Key to Bridging Political Divisions - Yolanda Spiva,
RCEd
Podcast: Should Biden Resign? - Bevan, Cannon & Walworth, RCP on SiriusXM
Pennsylvania: What Does the Reset Mean for PA? - Christopher Nicholas, RCPA
Life: A Forgotten Mountain Man Reshaped America - Tobias Carroll, InsideHook
Sports: Running Lessons From the Most Fit People - John Lewinski



VIDEOS

Steve Moore: "This Isn't a Pretty Picture"
Why Global Supply Chains May Never Be the Same
Howard Marks on Investing Risk
"Paint or Get Off the Ladder" - Jeffrey Gundlach on CNBC




REALCLEARMARKETS MONDAY




NEUROCOSMETICS INDUSTRY AIMS TO TRANSFORM YOUR MOOD

Theara Coleman, The Week


Could a moisturizer really shift your mood? Read More


CAN THE BOEING STARLINER BRING BACK ASTRONAUTS, REPUTATION?

Mark Whittington, Hill


The first crewed flight of the Boeing Starliner to the International Space
Station was supposed to last just eight days. Read More


TEAMSTERS BOSS MADE INTRIGUING CORP. WELFARE COMMENT

Tim Carney, The Examiner


Teamsters President Sean O'Brien called for "corporate welfare reform" at the
RNC. His definition is different than that of most... Read More


TRUMP PLAN TO ZERO OUT TIPS SHOWS HE'S PRO-WORKING CLASS

Editorial, New York Post


During a rally in Nevada last week, Donald Trump told the crowd that if elected,
he plans to stopping taxing tips. Read More


NO TAX ON TIPS DOES LITTLE FOR LOW-WAGERS

Brendan Duke, Center for American Progress




OVERTURNING CHEVRON IS A GAME CHANGER FOR THE LITTLE GUY

Jon Decker, DC Journal


Let's hope.  Read More


WHY MUSK AND OTHER BILLIONAIRES MAY NOT LIKE TRUMP 2.0

Peter Morici, Marketwatch


His economic plans may not favor them.  Read More


AM UPDATE


AS VALUE AND SMALL CAP RALLY, WHAT ARE MARKETS TELLING US?

Joe Calhoun, Alhambra


There's been a pretty remarkable turnaround in markets over the last 10 days. At
the end of June, market returns were dominated by large cap... Read More


PARTY, POLICY AND EVEN ECON POLICIES AREN'T KEY TO STOCKS

Ken Fisher, New York Post


Stocks typically surge in the back halves of election years. Wild and wacky
won’t change that. Party, personality – and yes, even... Read More


THE HOLY GRAIL OF INVESTING? OWN LEAGUE-OF-THEIR OWN COS.

Stephen McBride, RH


RiskHedge—Disruption Research, Disruptive Technology Stocks—RiskHedge helps
investors profit from disruption by providing research on the... Read More


MAXING OUT 401(K) MAY NOT BE BEST RETIREMENT PLAN

Kailey Hagen, The Motley Fool


Maxing out your 401(k) can increase your retirement savings but there may be
better ways to do it. Read More


DESPITE LOCKDOWNS & ENVIRO ALARM, CRUISE INDUSTRY SOARING

Justin Klawans, Week


Royal Caribbean, Carnival and Norwegian all went into 2024 with record high
bookings Read More


'HARRIS FOR PRESIDENT': METAPHOR FOR A POWERLESS FED

John Tamny, RealClearMarkets


When Sunday began, donors were closing their checkbooks to President Biden. This
is notable simply because the major Democratic Party donors... Read More


WHY FRIDAY'S CROWDSTRIKE MAYHEM COULD HAPPEN ONCE AGAIN

Marie Vasek, MSNBC


How did a small mistake in a company most of us had never heard of create the
mess we saw across the world Friday? Read More


OR WON'T BOOST IMAGE WITH EXTORTIONATE GROSS RECEIPTS TAX

Andrew Wilford, RCM


With Washington instituting a new income tax (excuse me, an “excise tax on
capital gains”) and California always chock-full... Read More


BIDEN'S RENT CONTROL PLAN WILL ONLY WORSEN HOUSING SITU.

Kerry Jackson, Fox News


In Joe Biden's desperation, he has suggested a rent-control plan that would cap
increases. He should have learned better from California,... Read More


XI INSISTS ON A FATALLY FLAWED ECONOMIC STRATEGY

James Rogan, Washington Examiner


Chinese President Xi Jinping is focusing on a failed state-centric economic
strategy as the country faces continued economic difficulty. Read More


WHY ISRAEL IS POISED TO LEAD ARTIFICIAL INT. REVOLUTION

Hila Rom, RealClearMarkets


The AI INDEX REPORT for 2024, recently published by Stanford University presents
comprehensive research measuring global trends in AI.... Read More


TAXING THE RICH IS NO WAY TO SAVE SOCIAL SECURITY PROGRAM

Chris Mcisaac, The Hill


“Make the very wealthy begin to pay their fair share.” That was President
Biden’s response when asked at last... Read More


THE ECONOMIC FOLLY OF CARBON TAX

Vance Ginn, American Institute for Economic Research


"Increasing production costs leads to higher prices for goods and services,
disproportionately affecting low- and middle-income households... Read More


LEGAL HURDLES TO KROGER/ALBERTSONS MERGE CONTINUE TO GROW

Ashlie Stevens, Salon


The merger of two of the country's biggest supermarkets now faces both state and
federal legal hurdles Read More


CHEVRON'S DEMISE RE-ALIGNS ADMINISTRATIVE STATE W/FOUNDERS

Randolph May, RCM


As I explained in this recent RealClearMarkets commentary, the Supreme Court,
in Loper Bright Enterprises v. Raimondo, jettisoned... Read More


FISHER INVESTMENTS


FISHER INVESTMENTS ON ELECTION-YEAR UNCERTAINTY: THIS, TOO, SHALL PASS

Fisher Investments Editorial Staff, Fisher Investments




KEN FISHER ON NIXING THE VIX

Fisher Investments Editorial Staff, Fisher Investments




WILL UNCLE SAM FORCE BIG TECH TO BREAK UP?

Fisher Investments Editorial Staff, Fisher Investments




SHATTERING THE DEBT CEILING MYTH

Fisher Investments Editorial Staff, Fisher Investments





OFF THE STREET


HOW MUCH DAMAGE WILL THE PE BUBBLE CAUSE

Allison Schrager, Known Unknowns


Do markets even set prices anymore.. Read More


THE GOOD REASON LARGE CAPS ARE BEATING SMALL CAPS

Torsten Sløk, Apollo Academy


Small caps earnings expectations are not rising. Read More


1968: A HISTORY LESSON ON POLITICS AND STOCKS

Sonu Varghese, Carson Group


1968 was a tumultuous year politically but stocks rallied anyway. Read More


LESSONS FROM BESSEMBINDER

Tim Alcorn, Baillie Gifford


What can a US academic's research teach Baillie Gifford about the handful of
companies behind nearly all net gains on global stock markets? Read More


THE DEEP PESSIMISM OF THE 'TARIFF MEN'

Roger Lowenstein, Intrinsic Value


Goodbye to competition; hello, inflation Read More


CAN THE SOLAR INDUSTRY KEEP THE LIGHTS ON?

Rachel Millard, Ars Technica


Global supply glut of panels is hurting producers but also helping
installations. Read More


WHY SILICON VALLEY LOVES UNIVERSAL BASIC INCOME

Henry Chandonnet, Fast Company


The latest UBI pilot, backed by Sam Altman, shows once more the benefits of
giving people money. Will the rest of the country ever listen? Read More


RESEARCH REPORTS


A CROWDED DOCKET WILL KEEP PARTICIPANTS OCCUPIED

Richard Moody, Regions Bank




SECOND INFLATION WAVE FEARS OVER

Renee Kwok & Brian Presti, TFC Financial Management




RESIDENTIAL: HEADLINE BEATS, PERMIT DETAILS NOT IDEAL

Richard Moody, Regions Bank




GOTTA KEEP THOSE GOOD INFLATION VIBRATIONS A-HAPPENIN'

Amy Yang, Deutsche Bank




BIG GAINS FOR SMALL CAP STOCKS

Adam Turnquist, LPL Financial


LPL Research discusses the sharp move higher in small cap stocks and potential
path forward. Read More


WHERE CONSTRUCTION AGGREGATE PRICES ARE RISING MOST

Azuro Digital, Twisted Nail


Using the newest data from the U.S. Geological Survey, we identified the U.S.
states where construction aggregate pricing has increased the... Read More


TOWARD A PROSPEROUS AMERICA

Samuel Gregg, American Institute for Economic Research





MORE FROM REAL CLEAR

Education: Higher Ed Is Key to Bridging Political Divisions - Yolanda Spiva,
RCEd
Podcast: Should Biden Resign? - Bevan, Cannon & Walworth, RCP on SiriusXM
Pennsylvania: What Does the Reset Mean for PA? - Christopher Nicholas, RCPA
Life: A Forgotten Mountain Man Reshaped America - Tobias Carroll, InsideHook
Sports: Running Lessons From the Most Fit People - John Lewinski



VIDEOS

Steve Moore: "This Isn't a Pretty Picture"
Why Global Supply Chains May Never Be the Same
Howard Marks on Investing Risk
"Paint or Get Off the Ladder" - Jeffrey Gundlach on CNBC




REALCLEARMARKETS MONDAY




RETIREMENT


MAXING OUT 401(K) MAY NOT BE BEST RETIREMENT PLAN

Kailey Hagen, The Motley Fool


Maxing out your 401(k) can increase your retirement savings but there may be
better ways to do it.... Read More


more from Retirement
 * How Close Are We To Finding a Miracle Drug to Arrest Ageing?
   Editors, The Week
 * Here's Why Saving For Retirement Is Harder For Women
   Daniel de Visé, USA Today
 * How Do You Know It’s Time To Retire?
   Allie Volpe, Vox
 * Do We Have a Retirement Crisis?
   Alicia H. Munnell, Center for Retirement Research


INVESTING


WHY ISRAEL IS POISED TO LEAD THE AI REVOLUTION

Hila Rom, RealClearMarkets


The AI INDEX REPORT for 2024, recently published by Stanford University presents
comprehensive research measuring global trends in AI. The report revealed that
Israel is ranked number 1 in the world in AI talent concentration, which can
certainly explain its increasingly growing number of AI startups and the recent
decision of Ilya Sutskever (OpenAi founder and former chief scientist) to
buil... Read More

more from Investing
 * 'Harris for President' As a Metaphor for a Powerless Fed
   John Tamny, RealClearMarkets
 * Lessons from Bessembinder
   Tim Alcorn, Baillie Gifford
 * As Value and Small Cap Rally, What Are Markets Telling Us?
   Joseph Calhoun, Alhambra Investments
 * The Holy Grail of Investing? Own League-of-Their Own Cos.
   Stephen McBride, RiskHedge


TODAY'S TOPICS

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   * Q2 Tesla Profit Plunges 40%
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 * Follow RealClearMarkets on Social
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 * Corporate Governance
   * EV Boosters Cannot Do Math
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   * Google’s Net Zero Plans Going Up In Smoke
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 * Global Political Economy
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 * RealClearMarkets Originals
 * Videos & Podcasts
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 * Most Read
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   * How Much Damage Will The PE Bubble Cause
     - Allison Schrager, Known Unknowns
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